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Client book · for contractors

Every client.
Their whole history.

The book brings together contact details, orders, bids, messages and private notes. A client who joins you through your link or your invitation stays reserved for you, and their requests carry no service fee.

See a sample record
  • 0%service fee on your clients’ requests
  • 500rows per CSV or Excel import, with a preview
  • 3appointment reminders sent to the client, 72 h, 24 h, 2 h before
Gulf Coast Electric/ Book · 64 clientsSample scenario

To handle today

3 actions

digest 7:30 am
Riverwalk Lofts LLCstep 02 approved · ask for a review
regular
Dana R.message unanswered since yesterday
VIP
Marcus T.invitation sent 5 days ago
prospect
Hollis Property Groupno order in 94 days
inactive
Private note · Dana R. Prefers morning appointments. Gate on the street side.

Sample data. Statuses follow the product’s rules.

VIP · regular · inactivea computed status, not typed inVIP from 5 orders in progress or completed, regular from 2, inactive after 90 days without an order. Your manual choice wins.
0%for your clients, through your linkLink, QR code or accepted invitation: the request goes to you only, with no service fee for the client.
6 stagesof sales, in columnsProspect, quoted, booked, active, won, lost. The stage follows the facts.
Includedin every planThe book is part of the free CRM. No plan caps the number of records.

How it works

From first contact
to loyal client.

Beedy orders fill the book on their own. The rest is imported, typed in, or comes through your link.

  1. 01

    Gather

    Beedy orders, manual entry, CSV or Excel import, scans of your QR code.

  2. 02

    Invite

    By email, WhatsApp, SMS or link. The invitation lasts 30 days.

  3. 03

    Track

    Sales stage, tasks, reminders, the history of every exchange.

  4. 04

    Follow up

    Follow-ups go out on their own, on fixed dates, and stop as soon as the situation changes.

  5. 05

    Keep

    Google review request after the job, email campaigns from templates.

In the product

What the book holds.
Numbers included.

Notes stay private: the client never sees them. The reference at the bottom of each card shows where each rule is set.

The record

Contact details and address
yes
Private notes, tags, favorite
yes
Source
order, manual, import, link
Revenue by currency
yes
Work outside Beedy
cash, Zelle, check
Source in the code: providerClientsBaseSql.ts · externalJobs.ts

Import and export

Formats
CSV, XLSX, XLS
Rows per import
500 at most
Preview before import
yes, nothing written
Duplicates
by phone, then email
Merge
fills empty fields
Source in the code: clientImportColumns.ts · providerClientImport.ts

Links and QR codes

Short address
beedy.app/b/…
Label per link
1 to 60 characters
Counters
scans, requests
Revoke
at all times
Client who scans
record created, reserved for you
Source in the code: providerBookingLinks.ts · bookingLinkService.ts

Invitations

Channels
email, WhatsApp, SMS, link
Valid for
30 days
After a decline
7-day wait
Accepted
client reserved, 0%
Follow-ups
day 2, day 5
Source in the code: clientInvitationService.ts · clientFollowupService.ts

Reminders and reviews

Appointment reminders
72 h, 24 h, 2 h
Client confirmation
one click
Google review request
2 h to 14 days after
Same client, new request
180 days later
Filtering by rating
never
Source in the code: appointmentReminderWindows.ts · googleReviewRequests.ts

Email campaigns

Approved templates
4
Free text
no
Per address and per company
1 email / 7 days
Recipients per 24 h
1,000 at most
Sending hours
9 am to 6 pm
Source in the code: crmCampaigns.ts

Automatic follow-ups

Who gets a follow-up.
And when.

Each follow-up stops as soon as the situation changes. You can mute a client’s follow-ups, and turn them back on.

Automatic follow-ups sent to the client, by situation
SituationFollow-ups to the clientStops when
Invitation not acceptedday 2 · day 5the client accepts or declines
Client signed up, no requestday 1 · day 4a request is posted
Bids awaiting a decisionday 1 · day 3 · day 7a bid is accepted
Work step to approveday 2 · day 5the step is approved or disputed
Source in the code: clientFollowupService.ts (FOLLOWUP_CADENCE)

Sample scenario

Riverwalk Lofts LLC.
One client, two jobs.

Gulf Coast Electric won the electrical package on the marketplace. The building manager then comes back through the contractor’s link for a second job: it is reserved for them, with no service fee.

  1. 10/29
    Record created by the orderPackage 02 at $48,200, open marketplace.
  2. 11/20
    Private note added“Access through the parking lot, badge at the front desk.”
  3. 12/02
    Invitation acceptedThe client is now reserved for the contractor.
  4. 12/05
    Second request, 0%Parking lot lighting, through your link. The status turns “regular” when the job starts.
Riverwalk Lofts LLCSample scenario
Status2 orders, 1 of them in progress
regular
Sales stageupdated by the order
active
Reserved for your companyinvitation accepted Dec 2
0%
RevenueBeedy orders
$50,040
Tagsmultifamily · property manager
2

Good to know

What the book
does not do yet.

The current limits, as they stand.

  • No external CRM connector.No third-party software is linked to the book. CSV export is available.
  • No SMS campaigns.Campaigns go out by email, from 4 approved templates.
  • SMS to US numbers pending.Carrier registration is in progress. Until then: email, link and WhatsApp.
  • Work outside Beedy is self-reported.It adds to the record but does not enter your Beedy accounts.

Frequently asked questions

Before
importing.

Visit the help center
Do my clients see my notes?

No. Notes, tags and sales stages are private to your company.

Why does an invited client pay no fee?

Once they accept your invitation, scan your QR code or accept your quote, their requests go to you only. Beedy then takes no client service fee.

What happens to a duplicate on import?

The preview flags it before anything is written, by phone and then by email. You choose to skip the row or complete the existing record.

Do appointment reminders change the order?

No. The client’s one-click confirmation informs you, it changes no status.

How many records can I have?

As many as you need: no plan caps the number of records.

Your book

Your clients come back.
You already know it all.

Import your contacts, share your link, and let follow-ups go out on time.

Generated illustration. Meeting with a client.